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Mutual Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Mutual Advisors’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-79,130
Closed -$4.1M – 1383
2025
Q4 		$4.1M Buy
79,130
+517
+0.7% +$27.6K 0.09% 221
2025
Q3 		$4.33M Buy
+78,613
New +$3.97M 0.1% 208

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mutual Advisors's ROBT Position: Q1 2026 in Review

Mutual Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026, closing a stake of 79,130 shares — an estimated $4.1M sold.

Mutual Advisors first reported a position in ROBT in Q3 2025 and held it in 2 quarters. The position peaked at $4.33M in Q3 2025. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Mutual Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 79,130 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $4.1M.
  • Mutual Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and held it in 2 quarters.
  • Mutual Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.33M in Q3 2025.
  • 170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.